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Asset Management Account

Account Description


The UMB Asset Management account offers you convenience, control and borrowing power. The daily sweep of available funds into your choice of money market mutual funds means your money is always working harder for you, earning competitive rates. It also streamlines your paperwork and makes it easier to monitor and manage your assets, making the most of your time and money.

Account Features

  • Unlimited checkwriting and free checks
  • 24-hour cash availability at Ultra ATMs, other participating ATMs and participating VISA® financial institutions
  • VISA© check card, the card that works like a check, with no additional service fee
  • One statement detailing daily activity and summarizing portfolio valuations and allocations
  • No monthly maintenance fee

Account Types


The first step to establishing an Asset Management account is to determine which account best suits your investment choices and goals. Once you have chosen which kind of account you wish to open, simply download the application, complete it and return it by mail. Don't see the type of account you wish to open? Give us a call at 800.842.9999 for further assistance.

Investment Products

  • Stocks
  • Bonds
  • Mutual Funds
  • Options
  • Margin

Minimum Initial Investment

$10,000 in cash and/or securities

Account Resources

  • Online statements, tax documents and trade confirmations
  • Planning calculators
  • View Morningstar® mutual fund ratings

Pricing

Commissions and Fees

Account Access

How to Apply

  • Apply by mail.
  • Call 800.842.9999
Investment Products Offered Through UMB Financial Services, Inc.
Member FINRA, SIPC
NOT FDIC INSURED • MAY LOSE VALUE • NO BANK GUARANTEE